My Shop Assist - Quickbooks Online Integration
In this video, I demonstrate how to integrate My Shop Assist with QuickBooks Online for seamless shop management and accounting. I start by guiding you through the initial setup to connect the two systems, ensuring everything is configured properly.
Next, I walk you through how parts, tasks, and customers are synced between My Shop Assist and QuickBooks Online, making it easy to keep your records accurate and up-to-date.
Finally, I show you how to export jobs and payments, including:
Exporting a single job
Exporting progress billing for larger, multi-stage projects
By the end of this video, you’ll have the tools and knowledge to streamline your shop's operations and accounting processes.
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